Save & Resume
Overview
When sharing a form with numerous questions, it's important to make the process as convenient as possible for respondents. Filling out long forms in one sitting can be challenging, especially if they don't have all the necessary information readily available. Additionally, there’s always a risk of losing unsaved data due to network issues or other disruptions, which can be frustrating for users.
To address these challenges, Zoho Forms offers a Save & Resume feature, allowing respondents to save partially completed forms and return to finish them at their convenience. This feature enhances user experience by offering flexibility and peace of mind. Respondents can save their progress, have secure link to their partially filled form, and pick up right where they left off, avoiding the need to start over. This also ensures they have the time to gather any missing information before submitting.
How to Save & Resume a Record
To enable the Save & Resume option,
1. In your form builder, navigate to Settings > Submissions & Storage.
2. Click Save & Resume from the left menu and enable the option.
3. Once enabled, a Save button will be available in the footer of each page in your form. You can change the Save Button Label according to your preference. For example, Continue Later.
Additionally,
1. In your form builder, navigate to Settings > Submissions & Storage.
2. Click Save & Resume from the left menu and enable the option.
3. Once enabled, a Save button will be available in the footer of each page in your form. You can change the Save Button Label according to your preference. For example, Continue Later.
Additionally,
- If you wish to send the saved form link to your respondents via email, select Allow respondents to receive saved form's link via email. Learn More
- To set a user-specific limit for saving entries in a form, select Set a maximum limit for saved entries per user. Learn More
- To enable respondents to view the saved entries before submitting a new entry in the live form, select Prompt users to review saved entries before adding a new entry in the live form. Learn More
4. Click Save. When respondents save their form, they will see a pop-up with a link to their partially saved form as shown.
They must save this link to access the partially filled form later.
Note:
1. The option to send the form link to resume form filling to the respondents is available only in our paid plans.
2. The same link continues to update even when the form is filled and saved multiple times.
3. If you encounter an error while accessing the URL of a saved form, check out why.
4. A respondent will not be able to Save & Resume, if the form is not accessible as per the configuration in Form Availability settings.
2. The same link continues to update even when the form is filled and saved multiple times.
3. If you encounter an error while accessing the URL of a saved form, check out why.
4. A respondent will not be able to Save & Resume, if the form is not accessible as per the configuration in Form Availability settings.
5. A respondent cannot submit a partially saved record, if the overall form entries have exceeded the submission limits configured in Form Availability settings.
Receive the saved form link via email
To send the saved form link to your respondents via email,
option
- After enabling Save & Resume, enable the option Allow respondents to receive saved form's link via email.
- To edit the default email template provided, click Edit email template.
If you wish to display a From Name in your emails, you can configure it by clicking Add From Name below the From address section.
Select a To address to which the partially filled form's link is to be sent. All the Email fields in the form (except those in Subforms) will be listed to select from.
You can change the email's Subject and Message according to your preference and click Done.
- Click Save.
- You will see the option to send an email with the link to resume filling out the form in the pop-up only on accessing a publicly shared form. For private forms and privately shared forms, check out how to get the link to the saved forms.
- If respondents save the form without entering an email address in the Email field, they can later provide their email in the pop-up to receive a link for resuming form completion.
- The email containing the saved form link can be sent only once.
Set a maximum limit for saved entries per user
To restrict the number of entries a user can save in a form, enable the Set a maximum limit for saved entries per user and enter the desired value.
For example: As per the limit set above, a user can save up to 5 entries in a single form. Once this limit is reached, no additional entries can be saved.
For example: As per the limit set above, a user can save up to 5 entries in a single form. Once this limit is reached, no additional entries can be saved.
Note:
1. The maximum limit that can be set is 25.
2. The option is available only for organization users. Learn More
2. The option is available only for organization users. Learn More
Review saved entries before a new entry
To allow respondents to review their saved entries before submitting a new entry, enable the Prompt users to review saved entries before adding a new entry in the live form option.
Here’s how respondents can use this in live form:
Here’s how respondents can use this in live form:
- On accessing the live form, two options will be displayed as shown below.
- Click on Saved Record(s) to display a summary of all the saved entries.
Instead, to fill out a new entry, click on + Create New. - Select the desired saved record to view its details.
- Click Edit to open the saved form and resume filling it.
Viewing Partially Saved Entries
To view partially-saved entries from the All Entries tab,
- Go to the All Entries section of your form.
- Click the All Entries dropdown as shown and select Partially Saved Entries.
- All the partially saved entries and their corresponding saved form URLs will be listed here.
When a form is shared privately within an organization, the respondents can view their partially-filled entries by following the steps below:
- Under Shared Forms, hover your mouse over a shared form.
- Click Saved Entries.
- The partially saved entries can be viewed here. You can resume filling a saved entry from here by hovering over a saved entry, clicking the ellipsis icon and then selecting the edit icon.
Respondents can also view their partially saved entries before adding a new entry in the live form. This option is available to organization users alone. Learn More
Exporting Partially Saved Entries
To export partially saved entries,
- Go to the All Entries section of your form.
- Click the All Entries dropdown as shown and select Partially Saved Entries.
- Click the Export icon in the top-right corner.
- Choose the format in which you want to export your file (CSV or PDF).
- Enter a name for your file in File Name.
- You can choose to protect your exported file with a password. To do so, select Protect with a password, and enter a password of your choice.
- When you export data consisting of encrypted entries, you can choose to mask the encrypted data using the Mask encrypted entries option.
- Click Done.
Access your files securely from anywhere
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